A detailed history of Beverly Hills Private Wealth, LLC transactions in Vanguard stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 175,566 shares of VGSH stock, worth $10.2 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares
175,566
Previous 129,538 35.53%
Holding current value
$10.2 Million
Previous $7.51 Billion 37.94%
% of portfolio
2.09%
Previous 1.63%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$57.74 - $59.13 $2.66 Million - $2.72 Million
46,028 Added 35.53%
175,566 $10.4 Billion
Q2 2024

Aug 07, 2024

BUY
$57.55 - $58.0 $2.43 Million - $2.44 Million
42,151 Added 48.23%
129,538 $7.51 Billion
Q1 2024

May 08, 2024

BUY
$57.88 - $58.54 $2.53 Million - $2.56 Million
43,779 Added 100.39%
87,387 $5.07 Billion
Q4 2023

Jan 29, 2024

BUY
$57.34 - $58.41 $1.91 Million - $1.94 Million
33,262 Added 321.5%
43,608 $2.54 Billion
Q3 2023

Nov 08, 2023

BUY
$57.47 - $57.91 $594,584 - $599,136
10,346 New
10,346 $596 Million

Others Institutions Holding VGSH

About VANGUARD


  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
Track This Portfolio

Track Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.